William Chen
Tandem Capital Management · Woodcliff Lake, New Jersey
William Chen is a fee-only financial advisor at Tandem Capital Management in Woodcliff Lake, New Jersey. Tandem Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tandem Capital Management |
|---|---|
| Based in | Woodcliff Lake, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $279.7M across 93 accounts |
| SEC registration | Investment adviser representative in FL, NJ, NY, WA · CRD 7531815 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tandemcapitalmgmt.com |
| Profile |
How William's firm compares
- Tandem Capital Management's average account is about $3.0 million, from its Form ADV (assets managed divided by 93 accounts).
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Questions about William
Is William Chen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Tandem Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Tandem Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Chen based?
William Chen is based in Woodcliff Lake, New Jersey.
Is William Chen registered with the SEC?
Yes. William Chen is registered as an investment adviser representative in FL, NJ, NY and WA (CRD 7531815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tandem Capital Management manage?
Tandem Capital Management reports $279.7M across 93 accounts in assets under management.
How do I contact William Chen?
Through William's website, www.tandemcapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Woodcliff Lake
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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